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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,592 | $125,190+466.8% | $105,624+571.8% | $145,897+386.4% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 11.70% | 225.22%-213.5pp | 116.20%-104.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,139 | $3,720-69.4% | $3,168-64.0% | $4,663-75.6% |
| Participant deferral / active EE | $4,498 | $5,716-21.3% | $5,013-10.3% | $6,689-32.8% |
| Admin fee / account holder | $40,461 | $17,138+136.1% | $10,961+269.1% | $13,390+202.2% |